Cetera Investment Advisers’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
3,601
+536
| +17% | +$182K | ﹤0.01% | 2205 |
|
|
2025
Q1 | $1.11M | Buy |
3,065
+294
| +11% | +$107K | ﹤0.01% | 2178 |
|
|
2024
Q4 | $1M | Sell |
2,771
-2,483
| -47% | -$900K | ﹤0.01% | 2154 |
|
|
2024
Q3 | $2.06M | Sell |
5,254
-62
| -1% | -$24.3K | ﹤0.01% | 1609 |
|
|
2024
Q2 | $2.03M | Buy |
5,316
+437
| +9% | +$167K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $1.94M | Buy |
4,879
+1,377
| +39% | +$547K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $1.24M | Sell |
3,502
-174
| -5% | -$61.5K | 0.01% | 982 |
|
|
2023
Q3 | $1.37M | Buy |
3,676
+1,349
| +58% | +$501K | 0.01% | 915 |
|
|
2023
Q2 | $795K | Sell |
2,327
-911
| -28% | -$311K | 0.01% | 1176 |
|
|
2023
Q1 | $1.16M | Buy |
3,238
+308
| +11% | +$110K | 0.01% | 962 |
|
|
2022
Q4 | $971K | Buy |
2,930
+2,052
| +234% | +$680K | 0.01% | 1004 |
|
|
2022
Q3 | $230K | Sell |
878
-27
| -3% | -$7.07K | ﹤0.01% | 1425 |
|
|
2022
Q2 | $254K | Buy |
905
+92
| +11% | +$25.8K | ﹤0.01% | 1529 |
|
|
2022
Q1 | $245K | Buy |
+813
| New | +$245K | ﹤0.01% | 1588 |
|